Chai & AI Gems: Where VCs Are Actually Placing Bets in AI (and Where They're Not)

This article summarizes a conversation with Geodesic Capital partner Arvind Ayyala about the current AI investment landscape. Arvind highlights that successful AI startups aren’t necessarily building better models, but rather focusing on deep integration with existing systems (like Salesforce or Workday) to solve workflow problems and overcome organizational change management hurdles within large enterprises. He stresses speed of execution is critical, as competitive windows are shrinking to weeks, and while outcome-based pricing is desirable, current enterprise structures aren't set up to support it.